AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$19.5M
3
+$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$105M
2
+$18.7M
3
+$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.18%
4 Consumer Staples 8.96%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-11,549
2052
– –
-4,614
2053
– –
-25,648
2054
– –
-7,145
2055
– –
-5,543
2056
– –
-11,156
2057
– –
-15,849
2058
– –
-27,257
2059
– –
-87,545
2060
– –
-10,924
2061
– –
-20,498
2062
– –
-76,944
2063
– –
-41,461
2064
– –
-15,544
2065
– –
-23,564
2066
– –
-3,028
2067
– –
-688,017
2068
– –
-5,903
2069
– –
-9,617
2070
– –
-72,129
2071
– –
-4,901
2072
– –
-7,851
2073
– –
-12,629
2074
– –
-12,729
2075
– –
-10,580
80 81 82
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